*Register by June 15, 2019, and save up to $300!

Engaging the new digital customer is becoming a top priority for leaders in financial services and other regulated industries, and this journey to digital transformation can be long and complex. The 2019 Doxim Exchange Conference will enable you to share ideas, gain insights, and lead change across your entire enterprise in the new digital economy.

Over the course of 2 days, the vibrant Doxim community will come together to get inspired by our extraordinary keynote speakers, explore new ideas and solutions, learn about product updates, and discover new strategies to improve customer experience and drive loyalty.

Denver, Colorado
September 9, 10, 11, 2019


Chris Rasmussen

President and CEO


Why Attend

Choose Your experience

Select your sessions from 2 tracks specifically designed for the Customer Communications Management and Customer Engagement growth leaders.

Network with Peers

Enjoy lots of networking opportunities to share ideas on digital transformation with other credit unions, banks wealth management firms, as well as healthcare, utility, auto- and mortgage financing organizations and more!

Hear about product updates and test drive one of the many Doxim solutions. Visit the exhibit hall to engage with our sponsors and learn about the evolving ecosystem.

Get the Latest Tech Updates

Meet our outstanding industry speakers - analysts, subject matter experts, and influencers - and bring back fresh exclusive insights that will help your team drive change.

Get Inspired by Industry Experts


Doxim has arranged special conference rates to help attendees make the trip to Denver even easier.

The Brown Palace

Reserve Hotel

Air Fares

Airport/Hotel transportation

Conference Passes

Doxim Exchange Conference pricing includes access to all sessions during our 2.5-day conference, food and beverage during the conference and networking events, Welcome Reception and the Doxim Awards Dinner & Networking Party*. All attendees have access to our exclusive discounted hotel rates and airline flight discount codes (conditions apply, learn more in the Travel section).


699 USD


Jun 16 - Aug 15

Early Bird


499 USD


*Available only until June 15, 2019!

Last Minute

799 USD


Aug 16 - Sep 9


The Innovation Hall exhibit opportunities and Sponsorship applications are now available. Click to contact Doxim Marketing at for the sponsorship prospectus.

Doxim ©Copyright 2019. All rights reserved.

Registration for Doxim’s 2019 Exchange Client Conference is now open!

Register with Early Bird Pricing!

Note: we accept credit card payments (via a secure payment gateway enabled by PayPal). If you require an invoice or will pay via check, please contact Doxim Marketing.

3 or more attendees from your organization? Please contact Doxim Event Host for group rates. Please visit our FAQ page if you have any questions about the event, pricing, or other details.

* If you’d like to bring an additional guest to the evening events, please click “Add Guest” on the registration form. Note there is an additional guest charge associated with each evening event for the guest: Welcome Reception $100 | Awards Dinner & Networking Party: $150. After you purchase your event ticket, we will send you a separate link to purchase the guest evening event tickets.

Book your group rate for Doxim Exchange Denver 2019

The Doxim Exchange conference rate is $225 per night on single/double occupancy. This is a savings of over $200 per night for Doxim Exchange guests only! Rooms will sell-out, so don’t delay. Reserve by August 20th to get your discounted rate!

Chris Palmer

Vice President, Product Vision & Strategy

Olga Zakharenkava

Vice President, Demand Marketing

Paul Abdool

Vice President, US Sales

Michael Hennessy

Chief Revenue Officer

Janet Luisser

Vice President, Customer Success

This year’s conference will be jam-packed with presentations from product experts and industry leaders. We are introducing 2 powerful tracks: Customer Communications Management and Customer Engagement, to help you tackle challenges across your entire enterprise and across the entire modern customer lifecycle. 

As we add new keynote speakers and expert sessions to our agenda, we will continue updating you on what's new at the Doxim Exchange! 

Doxim is the customer communications and engagement technology leader serving financial and regulated markets, providing omnichannel delivery solutions and transforming experiences to strengthen engagement throughout the entire customer lifecycle. The Doxim Customer Engagement Platform helps clients communicate reliably and effectively, improve cross-sell and upsell opportunities, and drive increased loyalty and wallet share through personalized communications. The Doxim platform addresses key digitization, operational efficiency, and customer experience challenges through our suite of plug-and-play integrated SaaS software and customer communications technology solutions. Learn more at

Day 1

1:00 pm     

Registration Opens 

6:00 PM 

Welcome to Exchange Reception 

Day 2

Day 3

7:30 AM 

Breakfast & The Partner Pavillion and Sidewalk Solutions Cafe 

8:30 AM 

Keynote Address

9:30 AM 

The Partner Pavillion and Sidewalk Solutions Cafe

10:15 AM 

Educational Session

12:00 PM    

The Partner Pavillion and Sidewalk Solutions Cafe

3:00 PM   

Event Closes

Traveling to Denver for the Doxim Exchange 2019 conference should be easy. We have obtained discounted rates with the American Airlines and Air Canada. Using the special promo codes below you will receive a 10% discount on flights arriving in Denver.

Book American Airlines

1. Take the Train from the Airport to Union Station which is a 15-minute walk or short taxi ride to the Hotel. $10.50 / person, each way. The train ride is 40 minutes. 

2. Take a taxi or Lyft/Uber: a taxi / shared service stands are outside of baggage claim on Level 5 of the Airport. Taxis are $55 flat rate. Lyft/Uber - less expensive, depending on demand. Travel time is 30 - 45 minutes. 

3. Use a private service: the hotel can arrange for Sedan, SUV, Limo, Van, etc. service. Pricing starts at $99 (one-way) including gratuity for a Sedan.  Please contact the Brown Hotel Concierge Desk directly to reserve.

Cancellation Policy

Registrations cancelled less than 60 but more than 30 days before the event will be refunded 50% of the registration fees. Registrations cancelled less than 30 days before the event will not be eligible for a refund.
Doxim is striving to offer the lowest ticket prices to our events, and this is why we must adhere to this cancellation policy due to strict cancellation rules enforced by the premier venues and service providers we book for our events. 

Please visit our FAQ page if you have any questions.


Promo Code  A7199BH

Introducing Denver’s finest downtown location - our venue choice to match the level of care we want to ensure for our valued Doxim Exchange guests. The Brown Palace Hotel and Spa, part of Marriott’s Autograph Collection, has been synonymous with extraordinary service since its opening more than a century ago, in 1892. We invite you to experience this collection of 241 distinct guestrooms and suites, including the new Signature Inclusive rooms. The Brown’s celebrated property spoils guests with amenities including twice daily maid service, plush terry robes, complimentary Wi-Fi in Lobby and pure artesian water from their own well. The hotel also boasts 6 unique restaurants and bars, a boutique spa and nearly 20,000 square feet of meeting space.

Share Ideas | Gain Insights | Lead Change 

The Event will start in: 

Get to Know the Team

Meet with Doxim executives, product experts, and the customer success team. Even if you are not a Doxim customer, we are excited to welcome you to our large family!

Have a Little Fun!

Complement your daytime learning with social events in the heart of the beautiful Denver downtown.

Ray Williamson

Product Manager, ECM

Eduardo Zarate

Product Manager, 

Steven Yu

Product Manager, Account Opening

More to be announced soon!

Want to speak at Doxim Exchange?

We have negotiated a fantastic room rate for the 2 nights during the conference for only $225 per night (single/double occupancy), and another significant discount for 3 days before or after the event for $225 per night (single/double occupancy) — this is a savings of over $200 per night! These rooms will sell-out, so don’t delay making your reservation. The room rate is available until August 20th.

Apply Here!

Convince Your Boss

Use our proposal email to support your ask to attend the event.

Download Template (MS Word) >>

Check out our FAQ page to learn more.

Visit Doxim Exchange FAQs >>

Have a Question?

2 Tracks:
CCM & Engagement

Thought Leadership

Technology User Groups

Customer Panels

Themed Workshops

5:00 PM

6:30 PM

Event Registration Opens

Cocktails & Welcome Reception at the Brown Hotel 

Breakfast | Innovation Hall

Welcome & Fireside Chat with Doxim CEO and Customer Success

The Age of Digital Transformation: Your Plan Forward 
Industry Expert Keynote

Refreshment & Networking Break | Innovation Hall

Innovation Tracks 
Customer Communications Management & Customer Engagement 

7:30 AM - 8:30 AM

8:30 AM - 9:00 AM

9:00 AM - 10:00 AM

10:00 AM - 10:15 AM

10:15 AM - 3:15 PM 

Day 1 - September 9

Day 2 - September 10

10:15 AM - 11:00 AM

11:00 AM - 11:30 AM

11:30 AM - 12:00 PM

12:00 PM - 1:00 PM

1:00 PM - 2:00 PM

2:00 PM - 3:00 PM


Customer Engagement 

From attracting new customers to digital onboarding, omnichannel engagement to loyalty-building, cross-selling, and excellent customer service, your organization is under pressure to meet high expectations of today’s consumer. Attend the Engagement track sessions to learn about technology and best practices that will help you remove friction from your customer journey, stay competitive and grow. 

Technology Focus 

Account Opening, Loan Origination, Onboarding, Customer Relationship Management, Business Analytics, Campaign Management

Customer experience | Digital branch | Omnichannel marketing | Enterprise-wide digitization | Business intelligence | API economy 


Expert & Customer Panel
How to remove friction from customer experience

Expert & Customer Workshop
Enterprise-wide CRM wins and challenges

Doxim & Customer Workshop
Digital branch experience and technology

Lunch |  Innovation Hall

Breakout Session
From onboarding to loyalty                  

Learning Lab
Digital transformation and engagement: strategy and tactics

Customer Communications Management 

Your organization must deliver a variety of standard and personalized communications to customers, accurately and always on time. Attend the Customer Communications track to learn about what’s new in compliance and security, how to drive digitization, omnichannel strategies and execution, achieve greater operational efficiency, cost savings, and, ultimately, an integrated customer experience.  

Technology Focus 

Digital & Print Composition, Omnichannel Communications Delivery, Statements & Reporting, Enterprise Content Management 

Document production & delivery | Compliance & security | Accessibility | Storage & archiving | Digitization | Personalization & marketing 


Expert & Customer Panel
Security, compliance, accessibility                     

Expert & Customer Workshop
Personalized communications 

Doxim & Customer Workshop
Omnichannel document delivery 

Lunch |  Innovation Hall

Breakout Session
Modern ECM, eSignatures, and other tech must-have’s

Learning Lab
Digital transformation and customer communications: strategy and tactics

3:00 PM - 3:30 PM

3:30 PM - 4:15 PM

4:15 PM - 5:00 PM

7:00 PM - 11:00 PM

Refreshment & Networking Break | Innovation Hall

Doxim Roadmap & Product Strategy

Closing Power Session
Industry Expert Keynote

Doxim Awards Dinner & Networking Party | Offsite

Day 3 - September 11

9:00 AM - 9:45 AM

9:45 AM - 10:15 AM

10:15 AM - 12:30 PM

Breakfast with the Power Speaker

Networking Break | Innovation Hall

User Groups | Concurrent

12:30 PM - 1:30 PM

1:30 PM

Lunch & Networking Break | Innovation Hall


CRM / Engagement User Group 

You’ve built a strong CRM foundation by listening to your consumers and reaching to them wherever they need it. But as the engagement marketplace grows, you need to empower your CRM to connect with new digital endpoints – extending marketing, sales and onboarding beyond your traditional channels. Join us for a discussion on how our cloud-based Customer Engagement Platform and APIs are enabling the future of engagement and how Doxim’s 2019 CRM releases help you harness this new opportunity. Get a sneak peek of Doxim’s CRM 2019, understand its roadmap, and exchange your organization’s experience and needs with your peers and Doxim Product Management. 

Facilitator: Eduardo Zarate, Senior Product Manager, Doxim 

Statements & Reporting / ECM User Group

It’s more important than ever to be compliant with global regulations mandating that organizations offer documents in accessible formats for their blind, partially-sighted and cognitively disabled customers. Financial penalties can be high, and you risk under-serving this rapidly growing population. Join us for a presentation about Doxim’s current strategies regarding accessibility and other key capabilities of our ECM solution. The presentation will be followed by an open forum where you will be able to ask questions and share your organization's experiences.

Facilitator:  Ray Williamson, Senior Product Manager, Doxim 

Account Opening / Loan Origination 

The continual need for cost reduction and productivity improvement is essential for any company to sustain growth and profitability. As solutions that are specifically built for FIs, Doxim's Account Opening and Loan Origination help you to reduce cost and improve the productivity of your branch operation.  Join us for a presentation on how our enhanced self-serve capability along with our Doxim's Commercial Loan Origination Solution are enabling the future of account opening and loan origination. Get a sneak peek of Doxim’s AOS/LOS/CLOS 2019, understand its roadmap, and exchange your organization’s experience and needs with your peers and Doxim Product Management.

Facilitator:  Steven Yu, Product Manager 

Promo Code  G8ZZ3Y1

Book Air Canada